In this week’s Week in Charts: BBC One dominates Christmas viewing, UK marketers open up about AI investments, and cloud gaming revenues are set to soar.
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Charts of the Week
BBC One Dominates Christmas Viewing
UK viewers were glued to BBC One over Christmas, according to the latest Barb data. The Gavin & Stacey finale attracted more than 19 million viewers, followed by the new Wallace & Gromit film at 16 million. The figures include views on iPlayer.
One-Third of UK Marketers Think Their Companies Spend Too Much on AI
One-third of UK marketers feel their organisation is spending too much on AI, according to a survey from revenue execution platform Invoca. But 58 percent of marketing professionals said their company was investing about the right amount in AI, while just 7 percent thought their investments were too low.
Cloud Gaming Revenues to Soar Over Next Eight Years
The cloud gaming market is projected to reach $143.4 billion in 2032, according to forecasts from market research platform Market.US, up from $7 billion in 2024. The massive growth is expected to be driven by growing demand for low-latency gaming experiences as reliance on hardware declines. “Gamers can play games via an external cloud server without downloading the entire game,” said the report. “These games can be played on any device, which reduces storage space requirements and hardware setup costs.”
FuboTV Stock Jumps 280 Percent at Disney Deal
Shares in FuboTV jumped almost 280 percent last week, after the sports streaming firm announced a surprise deal with Disney. The agreement sees Disney combine Fubo with its own Hulu + Live TV bundle, and take 70 percent ownership of the business. The deal brings an end to a legal dispute between the two companies over Venu Sports, the planned sports streaming joint venture between Disney, Fox and Warner Bros. Discovery, which has now been shelved.
The Week in Stocks
Agencies
All the agency holding groups saw their stocks decline last week, pushing WPP’s market cap just below that of IPG.
TV
TV and media stocks also fell across the board, with the exception of RTL, whose share price has gained 15 percent in the past two months.
Publishers
Ströer’s stock price shot up on Friday after the German company confirmed it was exploring a potential sale of its OOH and digital content businesses.
Ad Tech
US tech stocks took a dive on Friday amid concerns that the Federal Reserve may not cut interest rates this year.
Tech
Nvidia’s share price dropped on Monday after the White House announced restrictions on exporting AI chips to “adversaries” such as China.
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